Latest Institutional Transactions on Ishares Tr (IYH)
This table provides information on the latest institutional transactions involving Ishares Tr (IYH) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.36K+ 14.56% |
$74K - $80.3K
|
10.7K
$684K
|
|
|
Nov 04, 2025
Q3 2025
|
Audent Global Asset Management, LLC
West Hollywood, CA |
SELL
|
- |
-17.6K- 20.84% |
$955K - $1.04M
|
66.7K
$4.26M
|
|
|
Nov 04, 2025
Q3 2025
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
174+ 0.58% |
$9.46K - $10.3K
|
30K
$1.91M
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
10.9K+ 21.8% |
$592K - $642K
|
60.9K
$3.89M
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.68K- 26.22% |
$146K - $158K
|
7.55K
$482K
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-486- 8.88% |
$26.4K - $28.7K
|
4.99K
$319K
|
|
|
Nov 04, 2025
Q3 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
347+ 0.09% |
$18.9K - $20.5K
|
400K
$25.6M
|
|
|
Nov 04, 2025
Q3 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
168KNew |
$9.12M - $9.9M
|
168K
$10.7M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
27.4K+ 26.12% |
$1.49M - $1.62M
|
132K
$8.45M
|
|
|
Nov 04, 2025
Q3 2025
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
102+ 0.1% |
$5.54K - $6.01K
|
103K
$6.58M
|
|
|
Nov 04, 2025
Q3 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-371- 1.74% |
$20.2K - $21.9K
|
21K
$1.34M
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
475+ 8.66% |
$25.8K - $28K
|
5.96K
$381K
|
|
|
Nov 04, 2025
Q3 2025
|
Simmons Bank
|
SELL
|
- |
-40- 0.18% |
$2.17K - $2.36K
|
22K
$1.41M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
SELL
|
- |
-1.36K- 25.26% |
$73.8K - $80K
|
4.02K
$256K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
604+ 1.53% |
$32.8K - $35.6K
|
40K
$2.55M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-7.21K- 6.78% |
$392K - $425K
|
99K
$6.32M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-8.53K- 16.27% |
$463K - $503K
|
43.9K
$2.8M
|
|
|
Nov 03, 2025
Q3 2025
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
SELL
|
- |
-1.2K- 2.2% |
$65.3K - $70.8K
|
53.3K
$3.41M
|
|
|
Nov 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.65K+ 6.98% |
$89.5K - $97.1K
|
25.3K
$1.61M
|
|
|
Nov 03, 2025
Q3 2025
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-130- 1.16% |
$7.07K - $7.66K
|
11.1K
$706K
|
|
|
Nov 03, 2025
Q3 2025
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
1.78K+ 7.79% |
$96.6K - $105K
|
24.6K
$1.57M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-280- 21.91% |
$15.2K - $16.5K
|
998
$63.7K
|
|
|
Nov 03, 2025
Q3 2025
|
Archer Investment Corp
|
SELL
|
- |
-1.25K- 14.49% |
$67.9K - $73.6K
|
7.37K
$471K
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-425- 19.19% |
$23.1K - $25.1K
|
1.79K
$114K
|
|
|
Nov 03, 2025
Q3 2025
|
Arrien Investments, Inc.
Boise, ID |
SELL
|
- |
-16.4K- 72.03% |
$890K - $965K
|
6.36K
$406K
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-979- 15.73% |
$53.2K - $57.7K
|
5.25K
$335K
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
3.5KNew |
$190K - $206K
|
3.5K
$223K
|
|
|
Oct 31, 2025
Q3 2025
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
410+ 9.66% |
$22.3K - $24.2K
|
4.65K
$297K
|
|
|
Oct 31, 2025
Q3 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
2+ 0.25% |
$109 - $118
|
804
$51.4K
|
|
|
Oct 31, 2025
Q3 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
209+ 1.48% |
$11.4K - $12.3K
|
14.4K
$918K
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
14.5KNew |
$789K - $856K
|
14.5K
$927K
|
|
|
Oct 30, 2025
Q3 2025
|
Bailard, Inc.
|
SELL
|
- |
-355- 6.45% |
$19.3K - $20.9K
|
5.15K
$329K
|
|
|
Oct 30, 2025
Q3 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
2.34KNew |
$127K - $138K
|
2.34K
$149K
|
|
|
Oct 30, 2025
Q3 2025
|
Forte Asset Management LLC
|
BUY
|
- |
2.53K+ 3.51% |
$137K - $149K
|
74.5K
$4.76M
|
|
|
Oct 30, 2025
Q3 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.51K+ 23.64% |
$81.8K - $88.7K
|
7.87K
$503K
|
|
|
Oct 29, 2025
Q3 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
4.95KNew |
$269K - $292K
|
4.95K
$316K
|
|
|
Oct 29, 2025
Q3 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-2K- 23.13% |
$109K - $118K
|
6.64K
$424K
|
|
|
Oct 29, 2025
Q3 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-590- 3.54% |
$32.1K - $34.8K
|
16.1K
$1.03M
|
|
|
Oct 29, 2025
Q3 2025
|
Royal Fund Management, LLC
|
SELL
|
- |
-16.4K- 76.36% |
$890K - $965K
|
5.07K
$324K
|
|
|
Oct 29, 2025
Q3 2025
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
3.75K+ 41.44% |
$204K - $221K
|
12.8K
$818K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-318- 1.4% |
$17.3K - $18.7K
|
22.4K
$1.43M
|
|
|
Oct 29, 2025
Q3 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
2.93K+ 10.08% |
$159K - $172K
|
31.9K
$2.04M
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
115New |
$6.25K - $6.78K
|
115
$7.35K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
8+ 0.17% |
$435 - $472
|
4.83K
$308K
|
|
|
Oct 29, 2025
Q3 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
SELL
|
- |
-2.05K- 15.37% |
$111K - $121K
|
11.3K
$720K
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
BUY
|
- |
42+ 0.63% |
$2.28K - $2.48K
|
6.66K
$425K
|
|
|
Oct 28, 2025
Q3 2025
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
24+ 0.31% |
$1.3K - $1.42K
|
7.7K
$492K
|
|
|
Oct 28, 2025
Q3 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
160+ 290.91% |
$8.7K - $9.43K
|
215
$13.7K
|
|
|
Oct 28, 2025
Q3 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.07K+ 18.4% |
$58.2K - $63.1K
|
6.89K
$440K
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
5.08KNew |
$276K - $300K
|
5.08K
$325K
|
|